What it takes. See the value first, then choose.
| Step | You do | Slate does | Your effort |
|---|---|---|---|
| See the valueNo commitment. Nothing reaches your customers. | |||
| 01Open a sandbox | Sign up | Creates your dashboard | 5 minutes |
| 02Import your customers | Fill two CSV templates and upload them | Checks the files | About an hour, one person |
| 03See who you can size | Nothing | Underwrites every business and prepares their offers | None |
| 04See who needs money | Look at your Intelligence panel | Finds each moment of need, with amount and timing | None |
| Extend capitalYour choice, whenever you're ready. | |||
| 05Go live | Sign the partner agreement | Verifies your business | One signature |
| 06Send the links | Copy links into an email, or let Slate send them | Funds, services, collects | Minutes |
| 07Embed it | Add a banner in your product. Optional. | Provides the component | About a week, one developer |
| Steps 1–4 take about an hour and commit you to nothing. You leave with every customer sized, intelligence running, and offers ready to send the day you choose to. | |||
Nothing reaches your customers until you decide. The sandbox moves no real money.
Your data is used only to size and serve your own customers. Never sold, never shared.
Upload this week. Offers and intelligence are ready within days, not after a build.
Import your customers
Open a sandbox, then upload two CSVs from the Customers page: your businesses, and how they trade. The templates are in the dashboard. Any metric you already track can be its own column.
Nothing new to collect. It is data you already hold on your own customers.
See who you can size
Slate underwrites every business you send. Each name comes back with a real amount attached, so you see the size of the opportunity on your own book before you build anything.
Your whole customer base on one page, with what Slate would put on the table.
See who needs money, and when
Slate's intelligence reads your data for the moment a business will need cash: payroll before receivables clear, a slow month ahead, a room to fit out. Each opportunity lands in your Intelligence panel with the amount, the timing, and the signals behind it.
Not a list of everyone. The businesses for whom an offer would land right now.
Send the links, when you choose to
Your offers sit ready until you decide. Every offer has its own application link. Copy it into an email, or let Slate send it for you. Your customer answers a few questions and Slate takes it from there: underwriting, funding, servicing.
Prove the demand with twenty real businesses first, then decide how deeply to build it in.
Before the first link goes to a real customer, you sign the partner agreement and we verify your business. Then the same account goes live.
You're on Slate
Same account, same customers, nothing to redo. Watch the program on one page, keep sending data so intelligence keeps finding the next moment, and put the offer inside your product with a banner when you're ready.
You earn a 50/50 share of the spread on every advance. Slate's balance sheet carries the credit exposure.